Highland Financial Group is a financial services firm dedicated to providing comprehensive financial advice, planning, products, and services to individuals, families, and business owners across the United States. With over 37 years of experience, the firm has established a reputation for its specialized focus on assisting principals of closely held corporations and facilitating multi-generational estate, wealth, and legacy planning strategies.
Key Strategic Focus
The firm's strategic focus encompasses financial and retirement planning guidance, as well as wealth management services. Highland Financial Group integrates investments with tax-efficient estate and financial strategies to help clients preserve, manage, and transfer wealth. The firm's diverse team of professionals offers decades of combined experience, enabling them to provide customized strategies tailored to the unique needs of individual clients and their businesses.
Financials and Funding
Highland Financial Group operates as a privately held entity, and specific financial details such as total funds raised or recent funding rounds are not publicly disclosed. The firm's revenue is estimated to be approximately $3.9 million, with a team of around 25 employees.
Leadership Team
The leadership team at Highland Financial Group includes:
- Luke Sotir, Managing Partner
- Matthew Sotir, Managing Partner
Both partners have played pivotal roles in steering the firm's strategic direction and fostering its growth over the years.
Competitor Profile
In the financial services industry, Highland Financial Group faces competition from several firms offering similar services. Notable competitors include:
- Pillar Wealth Strategies: A financial advisory firm with approximately 7 employees and an estimated revenue of $1.3 million.
- Optimal Wealth Strategies: A financial services provider with around 5 employees and an estimated revenue of $1.1 million.
- Cypress Private Wealth: A wealth management firm with about 8 employees and an estimated revenue of $1 million.
- Proactive Wealth Strategies: A financial planning company with 18 employees and an estimated revenue of $5.2 million.
- Tyrpak Financial Associates: A financial advisory firm with 4 employees and an estimated revenue of $1.5 million.
These competitors operate in similar markets, offering financial planning and wealth management services to a comparable client base.
Strategic Collaborations and Partnerships
Highland Financial Group collaborates with various financial institutions and service providers to enhance its offerings and deliver comprehensive solutions to clients. These partnerships enable the firm to integrate a wide range of financial products and services into their client strategies.
Operational Insights
The firm's strategic considerations involve maintaining a competitive position by leveraging its extensive experience and personalized approach to client service. Highland Financial Group differentiates itself through its focus on multi-generational estate planning and its ability to tailor financial strategies to the unique needs of closely held corporations and affluent families.
Strategic Opportunities and Future Directions
Looking ahead, Highland Financial Group aims to expand its client base by continuing to offer personalized financial planning and wealth management services. The firm is positioned to capitalize on opportunities in the financial services market by leveraging its strengths in estate planning and wealth transfer strategies.
Contact Information
- Website: www.highlandfinancialgroup.com
- Social Media:
- LinkedIn: Highland Financial Group
- Facebook: Highland Financial Group
- Twitter: @HighlandFG
